Belpointe Asset Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

Belpointe Asset Management’s Portfolio JGRO Stock Details JGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,411	Closed	-$224K	–	1137
2025 Q4	$224K	Sell	2,411 -20,290	-89%	-$1.9M	0.01%	939
2025 Q3	$2.13M	Sell	22,701 -2,612	-10%	-$233K	0.08%	211
2025 Q2	$2.18M	Buy	25,313 +232	+0.9%	+$18K	0.09%	190
2025 Q1	$1.85M	Buy	25,081 +1,317	+6%	+$106K	0.1%	195
2024 Q4	$1.93M	Buy	+23,764	New	+$1.91M	0.12%	176

Other funds holding JGRO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Belpointe Asset Management's JGRO Position: Q1 2026 in Review

Belpointe Asset Management sold out of JPMorgan Active Growth ETF (JGRO) in Q1 2026, closing a stake of 2,411 shares — an estimated $224K sold.

Belpointe Asset Management first reported a position in JGRO in Q4 2024 and held it in 5 quarters. The position peaked at $2.18M in Q2 2025. 353 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

Belpointe Asset Management reported no remaining JPMorgan Active Growth ETF position as of Q1 2026 after selling out during the quarter.
Belpointe Asset Management sold 2,411 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $224K.
Belpointe Asset Management first reported a position in JPMorgan Active Growth ETF in Q4 2024 and held it in 5 quarters.
Belpointe Asset Management's JPMorgan Active Growth ETF position peaked at $2.18M in Q2 2025.
353 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.